PolicyPrime Administrator Help And Tutorials
  1. Introduction
    1. Overview
      1. Welcome
    2. Setup
      1. Download and Install
      2. Document Locations
  2. Organization Administration Page
    1. Overview Tab
      1. Organization and Primary Contact Information
    2. Web Tab
      1. Web Site
      2. Security Level
      3. Company Logo
  3. Manual & Policy Maintenance Pages
    1. Functionality Shared By The Manual & Policy Maintenance Pages
      1. Adding Documents
      2. Removing Documents
      3. Document Colors
      4. Selecting Documents
      5. View
      6. Edit
      7. Add Document(s) To All Manuals
      8. Override Header Text
      9. View Manuals Containing Document
      10. Reparse Policy Headings
      11. Regenerate Policy For Transfer
      12. Print
      13. Document Filter
      14. Transfer Files
      15. Check For Updated Documents
    2. Manual Maintenance Page
      1. Manual Maintenance Page Overview
      2. Creating Manuals
      3. Renaming Manuals
      4. Deleting Manuals
      5. Assigning Documents To Manuals
      6. Removing Documents From Manuals
      7. Rearranging Documents Within Manuals
      8. Sorting (Manuals)
      9. Manual Colors
      10. Creating Organization/Responsibility Entries
      11. Renaming Organization/Responsibility Entries
      12. Deleting Organization/Responsibility Entries
      13. Rearranging Organization/Responsibility Entries
      14. Assigning a Manual to an Organization/Responsibility Entry
      15. Expanding and Collapsing Selections
      16. Hidden/Restricted Manuals
      17. Documents Display
    3. Policy Maintenance Page
      1. Policy Maintenance Page Overview
      2. Document Information
      3. Policy Headings
      4. View Policy History
      5. Effective Date
      6. Expiration Date
      7. On Hold
      8. [New] Manage Administrative Review Periods
        1. Administrative Review Periods Overview
        2. Default Settings Tab
        3. Review Periods Tab
  4. User Administration Page
    1. User Administration
      1. User Administration Page Overview
      2. Adding Users
      3. Editing Users
      4. Removing Users
      5. Assigning a Manual To a User
      6. User Search
      7. Importing Users
      8. Changing Passwords
      9. Reset Password(s)
      10. User Roles
    2. Sending Email
      1. Selecting Email Recipients
      2. Editing Email Recipients
      3. Email Templates
      4. [New] Email Groups
  5. Additional Main Menu Actions
    1. File
      1. Load Organization
      2. Delete Organization
    2. Actions
      1. Update Parsing Script
    3. Tools
      1. Error Log
      2. Edit Proxy Settings
    4. Help / Documentation
      1. Online Help / Documentation
      2. Online Tutorials
      3. Check For Updates